Q2 2026 13F · SEC CIK 1543536

Hudock, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $781.1M
Reported positions: 217
Top holdings a year, 3 yrs: +14.4%
Assets under management: $1.0B

Hudock, Inc. is a wealth manager that reported 217 positions worth $781.1M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 12.2%), Ishares Tr (IJH, 5.3%), Vanguard Scottsdale Fds (VCIT, 5.3%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

Hudock, Inc. holdings largest 50 of 217 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hudock, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	12.2%	12.2%	126,814	-0.4%	$95.0M
IJHIshares Tr	5.3%	5.4%	536,816	-0.5%	$41.4M
VCITVanguard Scottsdale Fds	5.3%	5.9%	496,838	+2.8%	$41.1M
IJRIshares Core S&p Small Cap ETF	5.1%	5.1%	268,825	-2.7%	$39.9M
QQQMInvesco Nasdaq 100 ETF	4.7%	4.2%	121,336	-0.2%	$36.8M
DFIVDimensional ETF Trust	4.7%	5.2%	673,584	+1.5%	$36.4M
VWOVanguard Intl Equity Index F	4.6%	4.8%	602,481	-0.0%	$36.0M
QQQInvesco Qqq Tr	4.4%	3.9%	47,072	+1.7%	$34.7M
VEAVanguard Tax-Managed Fds	3.4%	3.5%	372,797	+0.2%	$26.6M
IUSGiShares ETFs/USA	3.1%	3.0%	128,030	-1.1%	$24.1M
AGGIshares Tr	2.7%	3.1%	212,568	+1.1%	$21.0M
XLRESelect Sector Spdr Tr	1.9%	2.0%	335,466	+0.4%	$14.8M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.0%	28,997	+1.9%	$14.5M
IOOIshares Tr	1.9%	1.8%	106,044	+2.7%	$14.5M
VFLOVictory Portfolios II	1.8%	1.8%	304,086	+0.8%	$13.9M
SMHVaneck Semiconductor ETF	1.7%	1.1%	20,322	+0.2%	$13.3M
IEFiShs 7-10 ys Tsy	1.4%	1.6%	117,395	+2.7%	$11.1M
AAPLApple Inc	1.3%	1.3%	34,988	+0.0%	$10.1M
MMITNyli Mackay Muni Intermediate ETF	1.3%	1.5%	413,499	+0.2%	$10.1M
VOOVanguard S&p 500 ETF	1.2%	1.2%	13,232	+0.8%	$9.1M
CATCaterpillar Inc Com	1.1%	0.9%	8,106	-2.1%	$8.6M
JPSTJ P Morgan Exchange Traded Fd	1.1%	1.3%	167,347	-5.3%	$8.5M
ITOTIshares Total US Stock Market ETF	1.0%	1.0%	46,120	+0.3%	$7.6M
JPMJpmorgan Chase & Co	0.9%	1.0%	20,732	-5.7%	$6.8M
SHYGIshares Tr	0.9%	0.9%	157,723	+3.5%	$6.7M
PKWInvesco Exchange Traded Fd T	0.7%	0.8%	40,910	-2.9%	$5.8M
CZFSCitizens Financial Servs Inc	0.7%	0.4%	78,092	+91.5%	$5.7M
NVDANvidia Corporation Com	0.7%	0.7%	26,456	-1.3%	$5.3M
MSFTMicrosoft Corp	0.6%	0.7%	12,548	+0.2%	$4.7M
SPGPInvesco Exchange Traded Fd T	0.6%	0.6%	36,350	+1.6%	$4.4M
SCHDSchwab Strategic Tr	0.5%	0.6%	133,884	-2.5%	$4.2M
XOMExxon Mobil Corp	0.5%	0.6%	30,632	+24.5%	$4.2M
MRKMerck & Co. Inc	0.5%	0.6%	31,152	-0.0%	$4.0M
GLWCorning Inc.	0.5%	—	15,266	—	$3.9M
DEWWisdomtree Tr	0.5%	0.5%	53,588	+0.1%	$3.7M
LLYLilly Eli & Co	0.5%	0.4%	3,005	+0.6%	$3.6M
SHYiShs Lehman 1-3Tsy	0.5%	0.5%	43,860	+0.6%	$3.6M
JNJJohnson & Johnson	0.4%	0.5%	13,164	+0.5%	$3.3M
CVXChevron Corp New	0.4%	0.6%	20,050	+10.8%	$3.3M
MTBM & T Bk Corp	0.4%	0.4%	13,829	+17.4%	$3.3M
IGVIshares Tr	0.4%	0.4%	36,216	+8.0%	$3.3M
PGProcter & Gamble Co Com	0.4%	0.4%	19,445	+0.1%	$2.9M
DIAState Street Spdr Dow Jones Industrial A	0.4%	0.4%	5,443	-0.5%	$2.8M
XLUSpdr	0.4%	0.4%	60,661	+0.4%	$2.8M
BXBlackstone Inc Com	0.3%	0.4%	22,369	+0.3%	$2.6M
NWBINorthwest Bancshares Inc.	0.3%	0.3%	171,573	-0.2%	$2.6M
AMZNAmazon Com Inc Com	0.3%	0.3%	10,242	-3.9%	$2.4M
GOOGAlphabet Inc	0.3%	—	6,621	—	$2.3M
KOCoca Cola Co	0.3%	0.3%	28,453	+1.2%	$2.3M
IBMInternational Business Machs	0.3%	0.3%	8,190	-1.3%	$2.3M

What Hudock, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.0% /yr; S&P 500 +20.1%
3 years: +14.4% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$781.1M	217
Q1 2026	$679.7M	200
Q4 2025	$678.7M	194
Q3 2025	$658.4M	199
Q2 2025	$622.0M	183
Q1 2025	$571.8M	177
Q4 2024	$572.6M	175
Q3 2024	$578.9M	167
Q2 2024	$536.3M	166
Q1 2024	$454.0M	139
Q4 2023	$466.4M	153
Q3 2023	$419.1M	152

Questions about Hudock, Inc.'s portfolio

What stocks does Hudock, Inc. own?

Hudock, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 217 positions worth $781.1M. The largest are Ishares Core S&p 500 ETF (IVV) at 12.2%, Ishares Tr (IJH) at 5.3%, Vanguard Scottsdale Fds (VCIT) at 5.3%, Ishares Core S&p Small Cap ETF (IJR) at 5.1% and Invesco Nasdaq 100 ETF (QQQM) at 4.7%.

What did Hudock, Inc. buy last quarter?

In Q2 2026, Hudock, Inc. added Citizens Financial Servs Inc (CZFS) (+91.5% shares), Exxon Mobil Corp (XOM) (+24.5% shares) and M & T Bk Corp (MTB) (+17.4% shares), compared with its Q1 2026 filing.

What did Hudock, Inc. sell last quarter?

In Q2 2026, Hudock, Inc. cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Amgen Inc Com (AMGN), Jpmorgan Chase & Co (JPM) (-5.7% shares) and J P Morgan Exchange Traded Fd (JPST) (-5.3% shares), compared with its Q1 2026 filing.

How has Hudock, Inc.'s portfolio performed?

A portfolio copying Hudock, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.0% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is Hudock, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Hudock, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hudock, Inc. manage?

Hudock, Inc. reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $781.1M.